401(k) · DOL Form 5500 · 2024

Roosevelt Children's Academy 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
125
Participants Small participant base
40th
Percentile by assets National rank
$35,026
Avg per participant Low balance/head
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Official DOL plan name: Roosevelt Children's Academy Charter School 401(k) Plan · Sponsored by Roosevelt Children's Academy · New York · Educational Services

$4M in assets, 125 participants

Roosevelt Children's Academy's Roosevelt Children's Academy Charter School 401(k) Plan reported $4M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #916 in Educational Services (3,638 peers)

Coverage in New York

Roosevelt Children's Academy Charter School 401(k) Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $4M.

#916
in Educational Services (3,638 peers)
+13.9%
assets growth YoY

Roosevelt Children's Academy Charter School 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Roosevelt Children's Academy Charter School 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,378,201 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roosevelt Children's Academy Charter School 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt Children's Academy Charter School 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roosevelt Children's Academy Charter School 401(k) Plan reported net income rose from $268K in the plan year 2023 filing to $536K in the plan year 2024 filing.
  • Roosevelt Children's Academy Charter School 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Roosevelt Children's Academy Charter School 401(k) Plan reported participants fell from 131 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 134119998 · Roosevelt Children's Academy PY 2024 · 401(k)

Roosevelt Children's Academy Charter School 401(k) Plan · $4M · 125 · 40th

  • SCH $4M
  • EBSA 125
  • PART 40th
  • TYPE 401(k)
  • NET near The Terry Law Firm, P. C. 401(k) Profit Sharing Plan
  • BOOK ind #916

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in New York →

Roosevelt Children's Academy Charter School 401(k) Plan in the asset neighbourhood

Roosevelt Children's Academy Charter School 401(k) PlanRoosevelt Children's Academy…$4MThe Terry Law Firm, P. C. 401(k) Profit Sharing PlanThe Terry Law Firm, P. C. 40…$4MDC Bilingual Public Charter School 401(k) PlanDC Bilingual Public Charter …$4MElectra 401(k) Plan$4MMichigan Center for Fertility and Womens' Health PLC Employees' 401(k) Plan and TrustMichigan Center for Fertilit…$4M
End-of-year total assets ($M) among Roosevelt Children's Academy Charter School 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$536K
Employer EIN134119998
Plan Effective Date1999-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Children's Academy)

Sponsor-wide plan assets over time

All Roosevelt Children's Academy plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.838238539448447% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.71M $7.98M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 252 $7M
2023 2 258 $7M
2024 2 229 $8M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roosevelt Children's Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roosevelt Children's Academy Charter School 401(k) Plan, Total assets ($B): 0.004378201 · Participants: 125Roosevelt Children's Academy Charter School 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Roosevelt Children's Academy Charter School 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt Children's Academy Charter School 401(k) Plan side-by-side with 3 peers →

Roosevelt Children's Academy Charter School 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Terry Law Firm, P. C. 401(k) Profit Sharing Plan in TN ($4M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roosevelt Children's Academy Charter School 401(k) Plan assets move in 2024? ▼
Roosevelt Children's Academy Charter School 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $4M to $4M. Reported net income was $536K.
How have Roosevelt Children's Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Children's Academy's sponsor-wide assets grew 18.8%, from $7M to $8M.
Which 401(k) plans are similar in size to Roosevelt Children's Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Terry Law Firm, P. C. 401(k) Profit Sharing Plan in TN ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Children's Academy Charter School 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134119998.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.